AVID Advisory and Investment Group, operating as AVID Planning, is a registered investment advisor located in St. Petersburg, Florida. Founded in 2016, the firm provides personalized investment management and financial planning services to individuals, including high net worth clients. AVID Planning operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales. Their investment management approach relies on Modern Portfolio Theory, utilizing asset allocation, mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's goals and risk tolerance. In addition to managing portfolios, AVID Planning offers comprehensive financial planning covering retirement, tax strategies, estate planning, business consulting, cash flow, insurance, and education funding. Services are available through ongoing engagements or project-based assignments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.00% |
Fees are negotiable. The firm also enforces a $5,500 annual minimum client fee that can be offset by investment management fees.
